How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a> See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com" rel="noopener noreferrer">www.successinthenewretirement.com</a>&nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Finding a Sweet Spot in Your Tax Strategy

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts &amp; Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

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Finding a Sweet Spot in Your Tax Strategy

Finding a Sweet Spot in Your Tax Strategy

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